Introduction to Executive Income Protection

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Presented by

Hazel Johnston, Market Development Manager, Legal & General

About this talk

Big business benefits for a small business. Income Protection is arguably one of the most important areas of protection, but often it's not discussed, giving way to life or critical illness advice. Research suggests that those who owning or work for a small business, (often a limited company) are unlikely to have any form of longer term sick pay arrangement. Executive Income protection can help advisers bridge a clients personal and business protection needs. This session is designed to give insight into the how the products work, the tax position and how it could fit within the advice process. The areas covered and learning objectives are: 1. Understand the criteria for an Executive Income Protection, and how these policies are structured in a tax efficient manner leading to the potential savings a customer can achieve. 2. Identify why it is important to highlight the importance of protecting your income as part of a financial review for self employed and business clients and the role Executive Income Protection plans can play. 3. Identify the opportunities for writing Executive Income protection, and the potential additional opportunities with Business customers. This is a live webinar (not recorded) and is CII accredited for structured CPD.

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